Compare What Programs Can Offer

Record the actual answer, not just “yes.” Ask how the program will address the needs identified in your assessment. An unanswered box stays unconfirmed. Keep brief notes here; use the Additional Treatment Notes sheet for longer answers.

No email or account is required. Use the PDF or printed spaces for private notes. This guide does not collect worksheet answers. Save and reopen a completed PDF to check your notes.

Fictional examples of call notes. Neither program represents a real provider or a recommendation.

Worked Example: Compare Answers, Not Advertising

Scroll the table sideways on a small screen to compare all columns.

A useful next step is to ask Program B who conducts the assessment and when visits are offered. Ask Program A how the outside consultation is arranged and billed. The notes help you ask clearer questions; they do not choose a level of care for you.

Program / contact / date

Assessment and your role in the plan

Staff qualifications / how to verify

Services and treatment approach

Medication care, if relevant

Visit schedule / start date / travel

Cost estimate / separate charges

Other care and follow-up support

Sources: [3] [2]

Additional Treatment Notes

Keep longer answers here and label each with the program, question and date. If you need more room, print another copy of this sheet or keep a separate private note.

Longer answer or explanation

Program / question / date, followed by the details you need to keep.

Another answer or comparison

Label the provider and question so you can match this to your comparison sheet.

Still unconfirmed and next contact

What needs checking, who can answer and how you will follow up.